Product Program Manager

About the Role:

The Product Program Manager will be responsible for leading and managing multiple projects within our Product Management team. overseeing and the planning, development, and execution of product programs from inception to launch. This role requires a strategic thinker who can manage multiple complex projects, ensuring that all aspects of the program align with the company's goals and deliver maximum value to customers. The Product Program Manager works closely with cross-functional teams, including engineering, product management, marketing, and operations, to ensure that programs are delivered on time, within scope, and on budget for delivery of a world class wealth management platform to our clients.

What does a great Product Program Manager do?

A successful Product Program Manager will develop and define program objectives, scope, and deliverables and is the key point person in tracking and providing regular updates for any product solutions or roadmap features delivered to our strategic clients. Effectively maintains visibility across all tracks of work related to our Portfolio Management, Trading Platform and Network Ecosystem to connect the dots and manage delivery of our solutions.  The Product Program Manager successfully partners with Project Management, Sales/Sales Support, Delivery and Product Line Owner to manage all activities.

 How you will provide meaningful contributions

• Define and manage the overall program strategy, goals, and objectives in alignment with the company’s product roadmap and business objectives.
• Develop detailed program plans, including timelines, resource allocation, risk management, and communication strategies.
• Monitor project progress, resolve issues, and make adjustments as necessary.
• Engage with stakeholders to gather requirements, provide updates, and manage expectations
• Prepare and deliver program updates, presentations, and reports to stakeholders at various levels of the organization including senior management.
• Facilitate and manage communications and collaborations between teams to resolve conflicts, remove roadblocks, and ensure seamless program execution. in a timely manner
• Work Collaborate closely with product managers, engineers, designers, and other stakeholders to gather requirements, define scope, and ensure alignment across teams.
• Oversee the execution of all program phases, from initial concept through to product release and post-launch analysis.
• Monitor program progress, manage changes in scope, report product deliverables and ensure timely delivery of milestones.
• Track program reviews to assess progress, identify risks, and implement mitigation strategies.
• Serve as the primary point of contact for program-related communication with stakeholders, including senior management, customers, and external partners.
• Manage program budgets, ensuring that all financial aspects of the program are tracked and reported accurately.
• Allocate and manage resources effectively, balancing the needs of multiple projects and teams.
• Ensure that all program deliverables meet the required quality standards and comply with relevant regulations and best practices.
• Implement and oversee quality control processes to ensure product excellence.
• Analyze program performance and gather feedback to identify areas for improvement to implement best practices
• Implement process improvements to enhance program efficiency, quality, and speed to market.
• Analyze metrics and produce present reports/program status for management reporting such as for utilization, quality, profitability/financials, etc.

Qualifications:

• Bachelor's degree in Computer Science, Engineering, Business, or a related field.
• 15 years of experience in program management, product management, or a related role in the tech industry.
• Proven track record of managing complex, large-scale programs from start to finish.
• Strong project management skills with experience using methodologies such as Agile, Scrum, and Waterfall.
• Excellent communication, leadership, and interpersonal skills.
• Ability to think strategically and translate business goals into actionable programs.
• Proficiency in project management tools (e.g., Jira, Asana, Trello) and MS Office Suite.
• Familiarity with various SDLC methodologies and business processes including financial planning, portfolio accounting, trading, performance, and reconciliation.
• Ability to establish relationships with people at all levels of the organization and external clients.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Strong problem-solving skills and the ability to work under pressure.
• A proactive, self-motivated approach with a strong sense of ownership.

Preferred Skills

• A Master’s degree or MBA is preferred
• Relevant knowledge of the lifecycle of managed accounts preferred.
• Hands on experience with development management tools, Jira, Aha, Kiplot or similar software preferred.

About InvestCloud 

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. 

Our Values 

•  Client Connected 
•  Human Centered  
•  Technology Forward 
•  Respect Integrity  
•  Excellence 

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on the applicant’s geographic location. Salary range:  $125,000 - 190,000

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

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Salary : $125,000 - $190,000